You've Saved Seven Figures. Now What?
from Money Mentors Hosted by Laurel Steward
Saving a seven-figure retirement portfolio is a major accomplishment (and one that should be celebrated!), but it doesn’t mean you can simply set it and forget it. On this episode, Laurel Steward of Mattson FInancial Services examines why today’s bond market matters to retirees, how to make sure your portfolio is built for both income and growth, and the hidden tax and Medicare costs that can catch even wealthy retirees off guard. We’ll also talk about spending your money on the experiences you’ve worked for, using strategies like tax-loss harvesting. And we'll tackle the four questions to ask before making a move during a volatile market. Because in retirement, it’s not just how much you’ve saved - it’s how well you put that money to work for you. Schedule a retirement conversation with our team at www.MattsonFinancial.com.
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